1. Processing Demand-Driven Acquisition (DDA) Purchase Requests with ILLiad Michael Doran Systems Librarian University of Texas at Arlington doran@uta.edu

2. “Demand-Driven Acquisitions” (DDA) aka “Patron-Driven Acquisitions” (PDA) Because? Blah, blah, blah… pay for only what is needed… blah, blah, blah… more efficient use of dwindling budgets… blah, blah, blah Acquisition of what? Monographs

3. Once you… Chose a DDA vendor Sign a contract Develop a DDA profile The DDA vendor will start supplying you with files of…

4. Discovery (MARC) records ILS database Loaded into ILS and/or discovery service

5. “eBooks” Electronic DDA Print DDA Libraries typically… Start with……then add “e-books”

6. Electronic DDA (i.e. e-book) discovery records… Are easy-peasy, because they come with a with an 856 field containing a link to the full text of the book:

7. e-book discovery record e-book discovery record Link

8. Print DDA discovery records …on the other hand, have a missing link in terms of providing a way for patrons to request (the purchase of) the book. If a print discovery record is loaded “as is” into your ILS, you would get something like this:

9. print DDA discovery record print DDA discovery record

10. Now what?

11. Requirements An online (purchase) request form Restrict access to university-affiliated patrons Make requesting easy for patrons Make work flow easy for staff

12. Why don’t we use ILLiad? Hat tip to Heather Scalf

13. First… the “What” (later comes the “How & Why”)

14. Patron’s perspective

15. Link discovery record

16. https://uta.illiad.oclc.org/illiad/illiad.dll/OpenURL?ctx_ver=Z39.88- 2004&ctx_enc=&rft_val_fmt=info:ofi/fmt:kev:mtx:book&rfr_id=info:sid/pulse.uta.edu:DDA& rft.genre=dda&rft.isbn=9789461400420&rft.btitle=Gypsotheque.&rft.au=Dhont%2C%20Erik. &rft.place=Amsterdam%20%3A&rft.pub=Architectura%20%26%20Natura%2C&rft.date=201 4. https://uta.illiad.oclc.org/illiad/illiad.dll/OpenURL?ctx_ver=Z39.88- 2004&ctx_enc=&rft_val_fmt=info:ofi/fmt:kev:mtx:book&rfr_id=info:sid/pulse.uta.edu:DDA& rft.genre=dda&rft.isbn=9789461400420&rft.btitle=Gypsotheque.&rft.au=Dhont%2C%20Erik. &rft.place=Amsterdam%20%3A&rft.pub=Architectura%20%26%20Natura%2C&rft.date=201 4.

17. https://uta.illiad.oclc.org/illiad/illiad.dll/OpenURL?ctx_ver=Z39.88- 2004&ctx_enc=&rft_val_fmt=info:ofi/fmt:kev:mtx:book&rfr_id=inf o:sid/pulse.uta.edu:DDA& rft.genre=dda&rft.isbn=9789461400420&rft.btitle=Gypsotheque.& rft.au=Dhont%2C%20Erik.&rft.place=Amsterdam%20%3A&rft.pub= Architectura%20%26%20Natura%2C&rft.date=2014. https://uta.illiad.oclc.org/illiad/illiad.dll/OpenURL?ctx_ver=Z39.88- 2004&ctx_enc=&rft_val_fmt=info:ofi/fmt:kev:mtx:book&rfr_id=inf o:sid/pulse.uta.edu:DDA& rft.genre=dda&rft.isbn=9789461400420&rft.btitle=Gypsotheque.& rft.au=Dhont%2C%20Erik.&rft.place=Amsterdam%20%3A&rft.pub= Architectura%20%26%20Natura%2C&rft.date=2014.

18. Restrict access to university-affiliated patrons

20. Bibliographic information populated via OpenURL Make requesting easy for patrons Custom DDA request form

24. Staff perspective

32. Email template

34. Book arrives!

36. Edits to email template Make work flow easy for staff

37. Now… the “How & Why”

38. Takes the user to your ILLiad instance Contains a switch that allows routing to a custom DDA form within ILLiad Populates the custom ILLiad form with the book’s bibliographic information Lets you know where the data came from OpenURL is “the Magic” that: To do this, your print DDA discovery records must have OpenURLs

41. Or, you can deconstruct by hand

42. From tags in the MARC record Static information

43. Or, you can deconstruct by hand These values will be different for each library

44. DDA “genre” is the secret sauce …that allows for routing to a custom ILLiad DDA form …that allows for routing to a custom ILLiad DDA form

45. Making it happen

46. Custom DDA form

47. Custom form

48. GenericRequestDDA.html

50. (edited an existing form)

51. Getting request to the DDA form

56. Automatic DDA routing

60. Email form template

61. Email Routing

63. Email form template

64. Unused email form template (to be sent by ILL staff to acquisitions staff)

65. A file of MARC records sans OpenURLs A file of MARC records with OpenURLs The $64,000 Question: How do we turn…

66. Three configuration parameters: 1.ILLiad hostname 2.Source (OPAC) host 3.Link text Runs on PC (Windows) or Unix/Linux With a nifty, easy-to-use script !

67. Shift + right-click on folder Script and MARC file

69. http://rocky.uta.edu/doran/presentations/dda/

70. Download/Install Perl for Windows “Community Edition” == FREE

71. Then use the Perl Package Manager to download/install MARC-Record (note: includes “marcdump” command) …and you should be good to go!

72. Questions? For any you think of later, contact: Michael Doran doran@uta.edu